Help Center · Team & Permissions

Employees vs. Admins — seats explained

Updated 09 Sep 2026 · 270 views

Every user in your workspace is either:

  • Admin — full workspace access; can manage settings, billing, and other users. Your plan includes a set number of admin seats.
  • Employee — day-to-day CRM use (leads, customers, follow-ups, tasks) scoped by whatever role they're assigned. Your plan includes a set number of employee seats.
Both are added the same way — Employees → New or Admins → New — and both can be deactivated instantly (via Toggle) without deleting their history, freeing up the seat for someone else.

Running out of seats? See Buying extra seats or requesting a plan change under Billing & Plans.

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